Asset Planning Inc
RKT icon

Asset Planning Inc’s Rocket Companies RKT Stock Holding History

Asset Planning Inc’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.7K Hold
2,750
– – 0.02% 186
2026
Q2 		$43.3K Hold
2,750
– – 0.03% 168
2026
Q1 		$39.2K Hold
2,750
– – 0.03% 163
2025
Q4 		$53.2K Buy
+2,750
New +$49.2K 0.04% 140

Other funds holding RKT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Asset Planning Inc's RKT Position: Q3 2026 in Review

Asset Planning Inc held its Rocket Companies (RKT) position steady in Q3 2026 at 2,750 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #186.

Asset Planning Inc first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.2K in Q4 2025. 301 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Asset Planning Inc held 2,750 shares of Rocket Companies worth $31.7K as of Q3 2026.
  • Asset Planning Inc left its Rocket Companies share count unchanged in Q3 2026.
  • Rocket Companies made up 0.02% of Asset Planning Inc's portfolio in Q3 2026, its #186 holding.
  • Asset Planning Inc first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Asset Planning Inc's Rocket Companies position peaked at $53.2K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.